Create and manage roles

What this does

Creates and maintains the roles used for employee assignments and access.

Before you start

Role create, update, and delete actions appear only with the matching permission.

Steps

1. Open Roles & Permissions. Use Search roles... to find an existing role.
2. To add one, select + Create Role, enter Role Name, Level (1-90), and optional Description.
3. Set the available Permission Matrix choices, then select Create Role & Permissions.
4. For an existing role, open Role actions to edit, duplicate, deactivate, or delete when that action is available.

Result

The saved role is available for employee assignment.

Related/Next guide: Manage role permissions.